How It Works

We set up an initial meeting to identify strategic drivers, evaluate the full range of options and assess internal capabilities related to your operations. 

This involves an in-depth discussion regarding your current accounting activities which will include analyzing your systems, transactions, resource utilization, reports generated, and the nature of your business. 

We customize our process to meet your specific business needs. This includes streamlining and simplifying your responsibilities and processes.

Our consultants work closely with your staff. This provides us with the opportunity to review your chart of accounts, determine which reports need to be generated, and implement other processes as necessary.

We introduce you to the Phoenix Management Group family and the dedicated personnel assigned to your business. Secure communication, data storage, and exchange portals are established for a seamless process flow.

We develop a workflow process that’s easy and effective. We ensure that outsourcing your accounting tasks are straightforward and painless. Prepare to have the tedious, time consuming tasks removed from your day to day activities as we launch our services. 

As your dedicated bookkeepers, we provide you the time to concentrate on running your business - which is your true passion.